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SCW EUROPEAN REAL ESTATE S2 PF - Fund overview

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Overview of SCW EUROPEAN REAL ESTATE S2 PF

This fund invests in a portfolio of real estate companies which are selected by SWIP's European equities team. The aim is to deliver an above average total return from the European property sector. The annual management fee of 1.5% is high for this type of fund.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 2005
Size	£27m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	105.50p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.50%
Reduction in yield (10yr)	1.50%

Bestinvest says

No information available.

Portfolio

scw european real estate s2 pf asset allocation illustration

Allocation		Proportion

	Equity	0%
	High yield bonds	0%
	Quality bonds	0%
	Property	99%
	Commodities	0%
	Hedge	0%
	Fund cash	1%

scw european real estate s2 pf equity geographic illustration

Allocation		Proportion

	UK	25%
	Europe	75%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

scw european real estate s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	12%
	Mid Caps	64%
	Small Caps	24%

View all performance data for SCW EUROPEAN REAL ESTATE S2 PF

Investment process

The Fund will predominantly invest in the securities of companies that derive the majority of their income from the ownership, management or development of real estate located in Europe including the United Kingdom. The Fund may also invest in warrants, derivatives (for efficient portfolio management) and collective investment schemes.
The portfolio construction approach combines a top-down view of markets and property sectors with bottom-up stock research of individual companies.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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